Pflow Industries, Inc. 401(K) Plan — Form 5500 plan (Pflow Industries, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pflow Industries, Inc. 401(K) Plan is a benefit plan reported by Pflow Industries, Inc. under EIN 39-1252646 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $14,952,052 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15MPlan net assets, end of year$14,952,052
Participants258Covered participants reported
Assets / participant$58KComputed: assets ÷ participants$57,954 (computed)
Provider compensation$57K4 Schedule C provider row(s)$57,033
- Plan sponsor
- Pflow Industries, Inc.
- EIN
- 39-1252646
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H, C | 20241014150809NAL0045022960001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$15M total assets
Net assets$15MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $14,952,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,952,052
- Net assets (BOY)
- $13,161,470
Income & contributions
- Employer contributions
- $8,862
- Participant contributions
- $1,009,154
- Total contributions
- $1,061,263
- Total income / additions
- $3,134,069
Expenses & distributions
- Benefits paid
- $1,293,613
- Administrative expenses
- $49,874
- Total expenses
- $1,343,487
- Net increase / (decrease)
- $1,790,582
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
99%
Employer 1%Participant 99%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spectrum Investment Advisors Inc | INVESTMENT ADVISOR | $30,009 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $21,747 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,777 | not reported in the loaded dataset | 2023 |
| The Retirement Advantage Inc | CONTRACT ADMIN | $1,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pflow Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Spectrum Investment Advisors Inc — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- The Retirement Advantage Inc — Schedule C compensation